DIG vs IVV
ProShares Ultra Energy vs iShares Core S&P 500 ETF
Which is better, DIG or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. DIG led over 1Y and 5Y, IVV over 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DIG | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $86M | $876.4B |
| Dividend Yield | 1.27% | 1.06% |
| Holdings | 29 | 508 |
| YTD Return | +89.93%Best | +12.27% |
| 1Y Return | +96.33%Best | +17.04% |
| 3Y Return (annualized) | +18.37% | +21.24%Best |
| 5Y Return (annualized) | +38.64%Best | +13.08% |
| Volatility (annualized) | 52.8% | 15.5%Best |
| Max Drawdown | -97.4% | -56.5%Best |
| $10,000 over 5 years | $51,220Best | $18,490 |
| Fund Family | ProShares | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Jan 30, 2007 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 17, 2026 (19.6 years).
DIG vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.6 years both funds cover.
DIG vs IVV Performance
ProShares Ultra Energy (DIG) is an ETF from ProShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DIG returned +96.33% while IVV returned +17.04%. Year to date, DIG is up 89.93% versus a gain of 12.27% for IVV.
Over three years, DIG compounded at +18.37% per year against +21.24% for IVV; over five years the annualized figures are +38.64% and +13.08% respectively. Across the full 20-year window we track, IVV has the edge at +9.28% annualized vs -0.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIG has been the more volatile fund, with annualized monthly volatility of 52.8% compared with 15.5% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -97.4% for DIG and -56.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DIG charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, DIG currently yields 1.27% against 1.06% for IVV.
Holdings Overlap
At least 3.4% of IVV's money is in holdings DIG also owns.
Stated as a floor: for DIG, our book for it covers 75.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and DIG share little of their money.
20 positions in common, counted across the 22 positions we hold weights for in DIG and 490 in IVV, against full books of 29 and 508.
Top Shared Holdings
| Stock | Weight in DIG | Weight in IVV | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 10.82% | 1.01% | 9.81% |
| CVXChevron Corp | 8.12% | 0.58% | 7.54% |
| COPConocophillips Common Stock USD 0.01 | 3.39% | 0.24% | 3.15% |
| MPCMarathon Petroleum Corp | 2.95% | 0.16% | 2.79% |
| PSXPhillips 66 | 2.91% | 0.15% | 2.76% |
| VLOValero Energy | 2.76% | 0.16% | 2.60% |
| SLBSchlumberger Nv. | 2.66% | 0.14% | 2.52% |
| EOGEog Resources Inc | 2.25% | 0.12% | 2.13% |
| WMBWilliams Cos. Inc. | 2.06% | 0.14% | 1.92% |
| BKRBaker Hughes Co | 1.99% | 0.10% | 1.89% |
You are not choosing between two funds in isolation.
Whichever of DIG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DIG or IVV?
DIG has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, DIG or IVV?
Over the past year DIG returned +96.33% vs +17.04% for IVV, so DIG leads on 1-year performance. Over the longest common window we track (20 years), DIG annualized -0.66% vs +9.28% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIG or IVV?
DIG has been the more volatile fund at 52.8% annualized versus 15.5% for IVV. Worst drawdown: DIG -97.4% vs IVV -56.5%.
Should I hold both DIG and IVV?
DIG and IVV have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DIG and IVV?
At least 3.4% of IVV's money is in holdings DIG also owns. Our book for DIG is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 22 positions we hold weights for in DIG and 490 in IVV.
Which pays a higher dividend, DIG or IVV?
DIG yields 1.27% while IVV yields 1.06%, so DIG currently pays the higher dividend yield.
Is IVV better than DIG?
IVV has a lower expense ratio. DIG led over 1Y and 5Y, IVV over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.